Congress Wealth Management LLC Purchases in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
63.4K
+ 27.43%
$83.01 - $101.02 $5.26M - $6.41M
295K $26.4M
WMT
Walmart Inc.

Consumer Defensive
39.7K
+ 84.33%
$84.5 - $105.05 $3.35M - $4.17M
86.7K $7.61M
CRWD
Crowd Strike Holdings, Inc.

Technology
9.48K
+ 663.05%
$308.86 - $455.36 $2.93M - $4.31M
10.9K $3.84M
BSX
Boston Scientific Corp

Healthcare
5.9K
+ 2.51%
$89.38 - $106.18 $528K - $627K
241K $24.3M
DUOL
Duolingo, Inc.

Technology
10.6K
New
$272.49 - $441.39 $2.89M - $4.69M
10.6K $3.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
51.9K
+ 292.95%
$58.01 - $64.46 $3.01M - $3.35M
69.7K $4.33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
50.6K
+ 114.14%
$64.88 - $72.1 $3.29M - $3.65M
95K $6.25M
COP
Conocophillips

Energy
22.2K
+ 15.33%
$88.6 - $105.85 $1.97M - $2.35M
167K $17.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
54.7K
+ 474.82%
$56.17 - $59.71 $3.08M - $3.27M
66.3K $3.79M
RMBS
Rambus Inc

Technology
61.9K
+ 51.29%
$51.55 - $68.59 $3.19M - $4.25M
183K $9.46M
PSX
Phillips 66

Energy
19.4K
+ 29.59%
$113.93 - $131.55 $2.21M - $2.55M
84.8K $10.5M
RECS
Columbia ETF Tr I

ETFs
90K
New
$32.64 - $36.08 $2.94M - $3.25M
90K $2.99M
ICVT
Ishares Tr Convertible Bond Et

ETFs
35.5K
New
$83.18 - $89.27 $2.95M - $3.17M
35.5K $2.97M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
89.7K
New
$32.42 - $36.13 $2.91M - $3.24M
89.7K $2.96M
NVO
Novo Nordisk A S

Healthcare
46.8K
+ 259.06%
$69.3 - $90.95 $3.25M - $4.26M
64.9K $4.51M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
110K
New
$25.9 - $31.26 $2.84M - $3.43M
110K $2.94M
IVW
Ishares S&P 500 Growth ETF

ETFs
32.6K
+ 265.73%
$92.45 - $106.69 $3.01M - $3.47M
44.8K $4.16M
ECL
Ecolab Inc.

Basic Materials
3.47K
+ 3.33%
$229.72 - $269.82 $798K - $937K
108K $27.3M
PEG
Public Service Enterprise Group Inc

Utilities
34.8K
+ 758.79%
$78.2 - $90.39 $2.72M - $3.14M
39.4K $3.24M
TJX
Tjx Companies Inc

Consumer Cyclical
20.9K
+ 6.95%
$112.81 - $126.16 $2.35M - $2.63M
321K $39.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
60.2K
New
$45.56 - $47.23 $2.74M - $2.84M
60.2K $2.83M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
27.3K
+ 442.51%
$100.32 - $100.76 $2.74M - $2.75M
33.5K $3.37M
SPGI
S&P Global Inc.

Financial Services
5.38K
New
$478.26 - $543.77 $2.57M - $2.93M
5.38K $2.73M
DHR
Danaher Corp

Healthcare
14.8K
+ 115.89%
$201.62 - $250.59 $2.98M - $3.7M
27.5K $5.64M
DIS
Walt Disney CO

Communication Services
34.6K
+ 58.52%
$96.87 - $114.0 $3.36M - $3.95M
93.8K $9.26M
CAT
Caterpillar Inc

Industrials
14K
+ 23.13%
$326.75 - $407.63 $4.58M - $5.72M
74.7K $24.6M
GLNG
Golar Lng LTD

Energy
68.6K
New
$31.34 - $43.84 $2.15M - $3.01M
68.6K $2.61M
MDT
Medtronic PLC

Healthcare
25.3K
+ 79.15%
$79.84 - $94.5 $2.02M - $2.39M
57.3K $5.15M
VIS
Vanguard Industrial ETF

ETFs
10.4K
New
$243.63 - $273.99 $2.53M - $2.85M
10.4K $2.57M
BR
Broadridge Financial Solutions, Inc.

Technology
5.23K
+ 6.77%
$221.46 - $244.83 $1.16M - $1.28M
82.5K $20M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
12.4K
+ 27.58%
$88.0 - $115.5 $1.09M - $1.43M
57.3K $6.54M
RTX
Raytheon Technologies Corp

Industrials
12.4K
+ 24.66%
$114.1 - $135.66 $1.42M - $1.68M
62.7K $8.31M
ESTC
Elastic N.V.

Technology
27.6K
New
$89.1 - $117.76 $2.46M - $3.25M
27.6K $2.46M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
14.9K
+ 10.11%
$73.82 - $89.02 $1.1M - $1.33M
163K $14M
VOT
Vanguard Mid Cap Growth Index

ETFs
9.81K
New
$237.72 - $276.98 $2.33M - $2.72M
9.81K $2.4M
GNRC
Generac Holdings Inc.

Industrials
23.1K
+ 109.38%
$126.65 - $164.06 $2.93M - $3.8M
44.3K $5.61M
XSMO
Invesco S&P Smallcap Momentum

ETFs
37.1K
New
$59.97 - $70.03 $2.22M - $2.6M
37.1K $2.33M
UPS
United Parcel Service Inc

Industrials
22.2K
+ 209.11%
$109.66 - $136.26 $2.43M - $3.02M
32.8K $3.6M
DE
Deere & CO

Industrials
4.36K
+ 103.05%
$408.57 - $509.27 $1.78M - $2.22M
8.6K $4.04M
MGC
Vanguard Mega Cap ETF

ETFs
10.8K
New
$199.2 - $222.69 $2.16M - $2.42M
10.8K $2.18M
IEFA
Ishares Tr

ETFs
9.37K
+ 3.42%
$69.57 - $78.65 $652K - $737K
283K $21.4M
VEA
Vanguard Ftse Developed Market

ETFs
26.9K
+ 10.03%
$47.4 - $52.99 $1.27M - $1.42M
295K $15M
MMM
3 M CO

Industrials
13.4K
+ 132.51%
$129.7 - $155.12 $1.74M - $2.08M
23.5K $3.45M
CALX
Calix, Inc

Technology
57.4K
+ 38.11%
$29.4 - $42.17 $1.69M - $2.42M
208K $7.37M
ACN
Accenture PLC

Technology
13.1K
+ 25.97%
$300.91 - $398.25 $3.93M - $5.21M
63.4K $19.8M
MRVL
Marvell Technology, Inc.

Technology
42.4K
+ 378.97%
$61.57 - $126.06 $2.61M - $5.34M
53.5K $3.3M
DUK
Duke Energy Corp

Utilities
15.7K
+ 154.24%
$105.87 - $121.97 $1.66M - $1.91M
25.8K $3.15M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14.8K
+ 1.74%
$48.43 - $49.9 $719K - $741K
870K $43.4M
EMLP
First Tr Exchange Traded Iv

ETFs
53.4K
New
$35.79 - $38.28 $1.91M - $2.04M
53.4K $2M
Activity Summary
Buys All Purchases 816 New Holdings 266 Increased Positions 550 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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